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The Valley Investors Podcast gives listeners insight into the most prominent investors in the Arizona community and beyond. We speak with founders, CEOs, and Chief Investment Officers about what brought them to Arizona, their views on investing, and their connections to the local community. Find out more at: https://www.cfasociety.org/phoenix
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An inside look at politics with Senators Sheheen and Lourie. Get a behind-the-scenes look at the important, fun, and sometimes weird world of South Carolina Politics. Learn how the laws that impact your life every day get made and find a unique perspective on connections around the state!
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Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis ...
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Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame
1:00:56
1:00:56
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1:00:56
Dan Nathan is joined by Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley. They discuss a wide range of topics including market volatility, the impact of different economic policies under the Trump administration, and the future direction of trade, tariffs, and taxes. Mike shares insights from his midyear outlook, predicting a const…
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Mind The Gaps + Packy McCormick Is Winning The Great Online Game
1:07:50
1:07:50
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1:07:50
Guy Adami and Dan Nathan dive into recent conversations with notable figures in finance and tech, including a detailed discussion on the equity risk premium and bond market. They explore the implications of stagflation in the U.S., fluctuating treasury yields, and the impact of higher interest rates. The conversation covers various market dynamics …
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The Retail Read-Through + Practical AI Use Cases with Current CTO Trevor Marshall
1:08:57
1:08:57
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1:08:57
Dan Nathan and Guy Adami discuss major market trends and delve into rising yields, a significant down day for the S&P 500, and recent retail earnings. The conversation highlights key concerns around the tax bill and its potential impacts. The episode features an interview with Trevor Marshall, CTO and Co-founder of Current, who shares insights on t…
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From Blue Links to AI Agents: When Will GenAI Go Global with RBC's Brad Erickson & Matt Hedberg
35:27
35:27
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35:27
For Required Conflicts Disclosures, see: https://www.rbccm.com/GLDisclosure/PublicWeb/DisclosureLookup.aspx?entityId=1. These disclosures are also available by sending a written request to RBC Capital Markets Research Publishing, P.O. Box 50, 200 Bay Street, Royal Bank Plaza, 29th Floor, South Tower, Toronto, Ontario M5J 2W7 or sending an email to …
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Why Top Strategist Lori Calvasina Remains Constructive on Stocks
38:31
38:31
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38:31
Dan Nathan hosts Lori Calvasina, Managing Director and Head of US Equity Strategy at RBC. They discuss market trends, economic indicators, and the impact of geopolitical events and tariffs on market performance. Lori shares her insights on equity targets, valuation concerns, and the influence of passive investing and institutional behavior. The con…
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LIVE! SINE DIE 2025 - Legislators Come Down for a Drink
1:42:58
1:42:58
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1:42:58
Sine Die and the end of session create a fervor of activity at the State's Capital! Vincent and Joel sit down and have a few drinks at Tin Roof across from the Capitol Building. As Senators and Representatives finish up session, they walk across the street, join in on the drinks, and answer some pressing questions for South Carolina's most informat…
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Porter Collins & Vincent Daniel: What Are We Doing?? | On The Tape Podcast
51:22
51:22
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51:22
SUBSCRIBE to 'On The Tape' YouTube: http://youtu.be/KGhR4WGAQ6w Apple: http://apple.co/3YGdXr9 Spotify: http://tinyurl.com/3kaxvtsy Danny Moses welcomes back former partners Porter Collins and Vincent Daniel from Seawolf Capital. The discussion begins with brief backgrounds of the guests and highlights from their careers, including their time at Go…
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Denied Claims, AI Agents, and the Battle to Fix American Healthcare with Sina Chehrazi
48:03
48:03
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48:03
Dan Nathan speaks with Sina Chehrazi, the CEO and founder of Nayya, a company innovating in the employee benefits sector. They discuss diverse topics such as Chehrazi's personal and professional background, the painful complexity of healthcare, and the evolving mission of Nayya. Chehrazi details the company's use of AI and data integration to impro…
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Panic to Policy: Peter Boockvar on the China Trade Deal
50:11
50:11
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50:11
Dan Nathan talks with Peter Boockvar from Bleakley Financial Group about the recent developments in the China-US trade deal and its implications on various markets, including stocks, currencies, and commodities. They delve into the impact of tariff rates, the economic strategies of both countries, and the potential scenarios that could play out ove…
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Guy Adami and Dan Nathan delve into the implications of the U.S.-China tariff negotiations and their impact on the markets, alongside a detailed discussion on the U.S. 10-year Treasury yield and inflation concerns. Key stocks such as Nvidia, Boeing, and UnitedHealth (UNH) are analyzed, with insights into their recent performance and the broader mar…
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Palantir: Meme or Maestro? A Conversation with Dan Ives
1:09:27
1:09:27
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Dan Nathan and Dan Ives, Global Head of Technology Research at Wedbush, engage in a detailed discussion on recent tech market dynamics. They reflect on a particularly challenging period in April, marked by falling markets, rising yields, and tariff impacts. They touch on topics like major tech earnings, AI developments, and enterprise spending tren…
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Dan Benton's Rules For Tech Investing In 2025
1:03:13
1:03:13
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1:03:13
Dan Nathan and Dan Benton discuss tech investing on the RiskReversal Podcast. Benton, CEO at Benton Capital Management and a legendary former technology analyst at Goldman Sachs, shares his experiences from the 90s to the present. They delve into his famous '20 investing rules' for technology, the secular shift towards the internet, and valuation p…
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Tariff Turbulence For Fed's Soft Landing Hopes + The Future of Trust w/ Rick Heitzmann and Dashlane's John Bennett
1:03:21
1:03:21
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1:03:21
Dan Nathan is joined by Danny Moses from the On The Tape podcast. They discuss the recent Fed press conference focusing on the market's reaction to Fed policies, tariffs, and economic indicators such as unemployment and inflation. The episode then transitions to a conversation with Rick Heitzmann, founder of FirstMark Capital, and John Bennett, CEO…
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Gene Munster's Mag7 Review: AI Enthusiasm & Tariff Impacts
57:55
57:55
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57:55
Dan Nathan and Gene Munster, managing partner at Deepwater Asset Management, dive deep into the performance and future prospects of major tech companies. They begin with a nostalgic look at Apple's early ventures into audio products before moving into a comprehensive review of Apple's recent earnings call, highlighting China's impact on its perform…
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LIVE! with the Leadership Columbia Class of 2025 - Guest Harry Lightsey III, SC Secretary of Commerce
57:08
57:08
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57:08
Vincent and Joel sit down LIVE with SC Secretary of Commerce, Harry Lightsey III, before the Leadership Columbia class of 2025 in the Palmetto Club. Hear the famous segment "Bourbon Briefs" where the senators recap the most recent events in the Capitol, legislative pay raises, further gubernatorial controversy, and more! Then listen to the Senators…
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Lost In Space with Galaxy's Mike Novogratz
42:58
42:58
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Mike Novogratz, founder and CEO of Galaxy Digital, to discuss the company's long-awaited listing on the Nasdaq. Novogratz shares insights into the challenges faced over the past four and a half years, including interactions with the SEC and the impact of the Biden administration's policies on the crypto sector. They delve into the significance of t…
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Warren Buffet's Massive Cash Pile, Retirement & What It Signals For Investors
35:13
35:13
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35:13
Guy Adami and Dan Nathan preview the upcoming Federal Reserve meetings, and the lingering effects of trade tensions with China. They highlight key economic indicators, such as the strength of the U.S. dollar, crude oil prices, and job numbers. The discussion also covers significant earnings reports for the week, including Apple, Palantir, Disney, U…
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Supply Chain Shocks, Fed Moves & America’s Economic Crossroads with Current's Stuart Sopp
40:39
40:39
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40:39
Guy Adami welcomes Stuart Sopp, CEO of Current, to discuss the significant changes in the market since their last conversation on December 24th. They explore the increase in market volatility observed since January and the impact on various sectors, especially exchanges that benefit from high volatility. The conversation delves into the effects of …
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The Greenhaus Effect: GDP, Tariffs & What's Priced In
53:52
53:52
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53:52
Dan Nathan is joined by Dan Greenhaus , Strategist at Solus Alternative Asset Management. The duo discuss recent market trends, including significant economic indicators like GDP and PCE, and delve into the impact of tariffs and trade deals on the stock market. Greenhaus offers a contrarian perspective on the current market sentiment, arguing that …
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Tech Wreck Scar Tissue & AI Hype with Steve Milunovich
33:16
33:16
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33:16
Dan Nathan is joined by seasoned analyst Steve Milunovich. Steve, who has a rich history as a sell-side analyst at Merrill Lynch and other institutions, discusses the various technological waves spanning from the centralized computing era of mainframes to the current generative AI boom. They dive deep into the historical context of tech market cycl…
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Guy Adami and Dan Nathan dissect the current state of the market after the second Trump administration's first 100 days, tariff impacts, and key economic events. The pair highlights significant headlines from the Wall Street Journal and discusses the implications of automotive tariffs, GM profits, and job cuts at UPS. They weigh in on the persisten…
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Investors Brace For Mega Earnings Week: $META, $MSFT, $AMZN and $AAPL Report
31:39
31:39
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31:39
Dan Nathan and Guy Adami look forward to the impactful earnings reports from major tech giants like Meta, Microsoft, Amazon, and Apple, even as the market anticipates Friday's jobs report. They analyze specific companies, including Tesla's contentious earnings call and Google's recent performance, and consider broader economic themes like the poten…
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Gold, Ghost Cities, and the Great Credit Cycle: Mike Kao on Global Economic Shifts
36:09
36:09
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36:09
Guy Adami interviews Mike Kao from Akanthos Capital Management. They discuss recent unprecedented movements in currencies, commodities, and the bond market. Mike delves into the concepts of dollar hegemony and the distinction between currency strength and adoption. He examines the current state of U.S. debt, global reserve currencies, and the poten…
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CrackBerry to RoboTaxi: How Dan Niles Thrives In Tech Investing Hype Cycles
39:26
39:26
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39:26
Dan Nathan hosts portfolio manager Dan Niles of Niles Investment Management. They discuss Dan's January prediction to prioritize cash over high-growth stocks, given the market's volatility and macroeconomic uncertainty. The conversation covers critical topics like policy uncertainty, inflation, and market valuations, and the impact of AI investment…
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Danielle DiMartino Booth: The Fed's Impossible Dilemma
27:20
27:20
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27:20
Guy is joined by Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss Federal Reserve policies and their impacts on the U.S. eco nomy. The conversation starts with the current political tension surrounding Fed Chairman Jerome Powell and the administration's frustrations with him. Danielle highlights her disappointment…
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Gene Munster: Tesla + Google Earnings Preview
38:11
38:11
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38:11
Dan Nathan hosts Gene Munster, Managing Partner at Deepwater Asset Management, on the Risk Reversal Podcast. They discuss the frustrating state of the stock market, focusing on issues such as tariffs, trade wars, and economic fundamentals. Gene shares a personal anecdote about market prediction challenges and reflects on the economic outlook amid g…
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